Abiel Acosta, founder of Acosta Wealth Management, has been named to the President’s Cabinet* for Lincoln Financial Advisors, a leading financial services planning firm.
Acosta Wealth Management, based in Oxnard, is associated with Lincoln Financial Advisors Corp., a division of the Fortune 500 financial services company, Lincoln National Corporation. Acosta’s elevation to the Lincoln President’s Cabinet reflects his standing and leadership in Ventura County’s financial services sector.
Acosta focuses on helping ensure people live their best lives today by making sound, informed decisions for the future. He believes a thorough, customized approach that considers the entirety of specific circumstances gives individuals and families the resulting freedom.
“As a member of the Lincoln President’s Cabinet, I will continue using my passion and experience in financial planning to help take people and businesses to the next level,” Acosta said. “It’s a privilege to be trusted with some of their most important assets, and I take that honor seriously.”
Acosta graduated from Dartmouth College with a Bachelor of Arts in Economics. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ professional credential and Certified Business Exit Consultant® designation, which requires hundreds of hours of education, training and real-life experience. At Lincoln Financial Advisors, he is an Investment Advisor Representative and Registered Representative.
Raised in Ventura to a family of hardworking restaurant owners, Acosta saw firsthand how important it was to take action to protect what decades of sacrifices and hard work took to build.
Acosta continues to give back to the community he loves, having volunteered with the Boys & Girls Club of Oxnard & Port Hueneme and having served as board president and treasurer for El Centrito Family Learning Centers. He is an active member and past president of Business Network International and a member of Provisors, the Ventura Chamber of Commerce and the Rotary Club of Ventura. He devotes time each year to interview local high school students looking to attend his alma mater, Dartmouth College.
Acosta enjoys playing piano, exploring the community with his pitbull Naya and most of all spending time with his new wife, Cristina.
Lincoln Financial, a nationwide financial planning firm, has representatives in offices across the country. Its members include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM and others working to support wealth accumulation and preservation.
Acosta Wealth Management is a full-service financial planning practice located in Oxnard. It is authorized to operate in California and 12 other states. Learn more about the firm’s personal touch and philosophy at www.acostawealth.com or by calling 805-973-5909.
*This internal award is based on sales as well as good standing with the firm and FINRA.
Abiel Acosta is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Acosta Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors Corp.